HOW IT WORKS
MAP is a finely-tuned investment platform designed to support active accumulators on their path to high net worth.
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Tell us your goals
Complete a brief questionnaire about yourself as well as your personal and financial goals. Everyone is different, and every accumulation plan is tailored based on time horizon and goals.
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Set your path
We take your information from the questionnaire and generate a personalized investment plan that fits your savings objectives and overall risk tolerance.
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Start your journey
Make the initial deposit and set up recurring monthly contributions. Your long-term goals require commitment, and recurring contributions keep you on the path to financial freedom.
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Take the lead
Become a MAP client now by opening an account with Institutional Intelligent Portfolios®. Download our mobile app to track your portfolio anytime, anywhere.
HIGHLIGHTS
Exclusive Investment Research: Portfolio strategies powered by independent, data-driven research ordinarily reserved for ultra-high net worth investors.
Active Investment Management: Opportunistic strategies using active targeting and rebalancing.
Individualized Portfolios: Customized portfolios using Exchange Traded Funds (ETFs).
Online Account Access: View your account details online or on-the-go with our website and app powered by Charles Schwab.
Direct Deposit and Account Transfers: Invest straight from your checking account.
WHY MAP
“A journey of a thousand miles begins with a single step.”
Laozi
Building financial security is a journey. In a market full of cookie cutter solutions, MAP – short for My Accumulation Plan – offers a unique approach to accumulating wealth through a tilt investment strategy and a wealth of content for the accumulator.
MAP makes it easy to start your journey.
PRICING
Asset-based, annual fee of 1.00%
$5,000 minimum balance
No Trading Costs
No Account Transfer Costs
Unlimited Rebalancing at No Cost